Personalis, Inc.
PSNL- Exchange
- Nasdaq
- Industry
- Services-Medical Laboratories
- SEC CIK
- 0001527753
In the last 90 days, Personalis, Inc. insiders filed 0 open-market purchases and 6 sales; 158 institutions reported holding it in 13F filings for Q2 2026, worth $1.14B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Personalis, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 66
- +3 vs. Q1 2023
- Shares held
- 26.1M
- −1.01M (−3.7%) vs. Q1 2023
- Total value
- $49.0M
- −$26.0M (−34.7%) vs. Q1 2023
- New holders
- 7
- 17 more added
- Sold out
- 4
- 26 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSNL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 158 | $1.14B |
| Q1 2026 | 140 | $538.8M |
| Q4 2025 | 126 | $644.8M |
| Q3 2025 | 109 | $421.8M |
| Q2 2025 | 105 | $396.6M |
| Q1 2025 | 104 | $192.4M |
| Q4 2024 | 107 | $298.2M |
| Q3 2024 | 83 | $157.6M |
| Q2 2024 | 69 | $25.7M |
| Q1 2024 | 71 | $33.2M |
| Q4 2023 | 69 | $46.1M |
| Q3 2023 | 63 | $30.0M |
| Q2 2023 | 66 | $49.0M |
| Q1 2023 | 63 | $75.0M |
| Q4 2022 | 80 | $55.0M |
| Q3 2022 | 81 | $83.9M |
| Q2 2022 | 99 | $105.6M |
| Q1 2022 | 125 | $265.3M |
| Q4 2021 | 108 | $456.2M |
| Q3 2021 | 120 | $604.2M |
| Q2 2021 | 136 | $807.9M |
| Q1 2021 | 134 | $763.1M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Personalis, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 385 | $0 | 0.00% | −666−63.4% | Reduced |
| Group One Trading, L.P. | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $8 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 31 | $58 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 132 | $248 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 276 | $519 | 0.00% | +15+5.7% | Added |
| First Horizon Advisors, Inc. | 900 | $1.69K | 0.00% | +900 | New |
| WR Wealth Planners, LLC | 1,200 | $2.26K | 0.00% | −500−29.4% | Reduced |
| FMR LLC | 3,221 | $6.05K | 0.00% | −10,216−76.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,347 | $6.29K | 0.00% | −6,630−66.5% | Reduced |
| Rhumbline Advisers | 3,709 | $6.97K | 0.00% | +3,709 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,088 | $11.4K | 0.00% | −494−7.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,214 | $11.7K | 0.00% | +261+4.4% | Added |
| BSW Wealth Partners | 10,078 | $18.9K | 0.00% | +69+0.7% | Added |
| Bragg Financial Advisors, Inc | 12,644 | $23.8K | 0.00% | +12,644 | New |
| Envestnet Asset Management Inc | 13,072 | $24.6K | 0.00% | +13,072 | New |
| Pathstone Family Office, LLC | 14,877 | $28.0K | 0.00% | −891−5.7% | Reduced |
| Hoylecohen, LLC | 15,373 | $28.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,522 | $31.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,614 | $33.1K | 0.00% | −246,466−93.3% | Reduced |
| HRT Financial LP | 19,904 | $37.0K | 0.00% | +19,904 | New |
| Howland Capital Management LLC | 20,200 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,000 | $41.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,941 | $43.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,162 | $47.3K | 0.00% | +974+4.0% | Added |
| Board of Trustees of The Leland Stanford Junior University | 25,262 | $47.5K | 0.00% | +12,631+100.0% | Added |
| Bank of New York Mellon Corp | 28,326 | $53.3K | 0.00% | −95−0.3% | Reduced |
| Gsa Capital Partners LLP | 30,534 | $57.0K | 0.01% | +30,534 | New |
| Bank of America Corp | 34,575 | $65.0K | 0.00% | −9,313−21.2% | Reduced |
| Barclays PLC | 45,024 | $84.6K | 0.00% | −30,509−40.4% | Reduced |
| HSBC Holdings PLC | 45,465 | $85.7K | 0.00% | −7,775−14.6% | Reduced |
| Millennium Management LLC | 45,840 | $86.2K | 0.00% | −103,629−69.3% | Reduced |
| Goldman Sachs Group Inc | 47,307 | $88.9K | 0.00% | −28,272−37.4% | Reduced |
| Two Sigma Investments, LP | 48,400 | $91.0K | 0.00% | −10,200−17.4% | Reduced |
| Green Alpha Advisors, LLC | 49,909 | $93.8K | 0.06% | −20,617−29.2% | Reduced |
| Price T Rowe Associates Inc | 60,100 | $113.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 89,477 | $168.2K | 0.00% | +1,808+2.1% | Added |
| Royal Bank of Canada | 94,823 | $178.0K | 0.00% | +18,932+24.9% | Added |
| Balyasny Asset Management LLC | 107,358 | $201.8K | 0.00% | −897,252−89.3% | Reduced |
| Ameriprise Financial Inc | 114,490 | $215.2K | 0.00% | −28,320−19.8% | Reduced |
| State Street Corp | 130,242 | $244.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 136,915 | $257.4K | 0.00% | +80,055+140.8% | Added |
| Bruce & Co., Inc. | 150,000 | $279.0K | 0.08% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 154,500 | $290.5K | 0.01% | +39,000+33.8% | Added |
| Two Sigma Advisers, LP | 163,100 | $306.6K | 0.00% | −60,300−27.0% | Reduced |
| Citadel Advisors LLC | 165,018 | $310.2K | 0.00% | −53,813−24.6% | Reduced |
| LPL Financial LLC | 200,581 | $377.1K | 0.00% | +17,189+9.4% | Added |
| Man Group plc | 269,311 | $506.3K | 0.00% | – | – |
| Pacific Heights Asset Management LLC | 310,000 | $582.8K | 0.05% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 328,493 | $617.6K | 0.00% | +114,352+53.4% | Added |
| Geode Capital Management, LLC | 365,719 | $687.6K | 0.00% | −20,782−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 417,662 | $785.2K | 0.00% | +10,771+2.6% | Added |
| State of Michigan Retirement System | 443,798 | $834.3K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 452,200 | $850.0K | 0.00% | +5,000+1.1% | Added |
| Acadian Asset Management LLC | 502,896 | $944.0K | 0.00% | −144,328−22.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 507,561 | $954.2K | 0.01% | +216,441+74.3% | Added |
| Fred Alger Management, LLC | 584,779 | $1.10M | 0.01% | +375,627+179.6% | Added |
| Wellington Shields & Co., LLC | 617,411 | $1.16M | 0.27% | −395,902−39.1% | Reduced |
| Wellington Shields Capital Management, LLC | 879,188 | $1.65M | 0.20% | −3,750−0.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,083,685 | $2.02M | 0.02% | +64,972+6.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,685 | $2.04M | 0.00% | +64,972+6.4% | Added |
| Alyeska Investment Group, L.P. | 1,245,668 | $2.34M | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,065,601 | $3.88M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 3,394,926 | $6.38M | 0.00% | −15,889−0.5% | Reduced |
| JPMorgan Chase & Co | 3,586,394 | $6.74M | 0.00% | −41,327−1.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,736,163 | $10.8M | 0.07% | −44,201−0.8% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −97,479−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −90,494−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,942−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |